Financial journeys benefit from a step towards advice. Regardless of the stage of your financial journey, I believe that a crucial step should be the selection of a qualified Financial Advisor, who has the experience and training necessary to guide you through the varied products and strategies available on the journey to financial security. I have been in the Financial Services industry for more than 25 years, beginning in 1993 and becoming a Certified Financial Planner in 1999. Client needs are diverse and all have unique financial concerns when it comes to retirement, education, investment, tax, small business and estate planning, highlighting the need for personalized advice. My experience working with women, especially those who are dealing with changes in life circumstances, has given me the opportunity to provide a path forward that reduces stress and helps restore peace of mind, while maintaining financial security.Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.